Solution introduction
Avaloq Wealth management is an intelligent automation to help advisors and relationship managers guide clients toward their investment goals and aid portfolio managers with portfolio building and managing discretionary mandates. Such a personalized service adds depth to client relationships.
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
Client Regional Presence
- Asia
- Oceania
- Western Europe
Avaloq Wealth Management Platform
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